Dimensional’s Research group has updated its annual US mutual fund analysis to reflect fund industry performance through 2014. The analysis is based on data from the CRSP Survivor-Bias-Free US Mutual Fund Database. “The US Mutual Fund Landscape 2015” features graphics and narrative describing a fund manager’s challenge to survive and outperform over time. The research reveals that few mutual funds have delivered benchmark-beating returns and quantifies an investor’s challenge to identify outperforming managers in advance. The content also shows the impact of fees and turnover on fund returns. Click here to read the full report: US Mutual Fund Landscape 2015.pdf

Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is licensed as an investment adviser with the State of Colorado Division of Securities, and its investment advisory representatives are licensed by the State of Colorado. DAMI will only transact business in other states to the extent DAMI has made the requisite notice filings or obtained the necessary licensing in such state. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. It does not constitute investment or tax advice. To contact Robert, call 303-440-2906 or e-mail info@diversifiedassetmanagement.com.

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